Form D · Hedge Fund

Forester Partners, L.P.

Stamford, CT · CIK 0001107923

Offering snapshot reported Oct 6, 2026 · SEC filing

Reported sold
$949M
Indefinite offering
Investors reported
245
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 1, 2000
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$474M$949MAug 6, 2021: $941,268,918.00Aug 6, 2021Aug 5, 2022: $948,768,918.00Aug 5, 2022Aug 4, 2023: $948,768,918.00Aug 4, 2023Aug 2, 2024: $948,768,918.00Aug 2, 2024Aug 1, 2025: $948,768,918.00Aug 1, 2025Oct 6, 2026: $948,768,918.00Oct 6, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Oct 6, 2026Amendment$948,768,918$0vs Aug 1, 2025245SEC filing
Aug 1, 2025Amendment$948,768,918$0vs Aug 2, 2024245SEC filing
Aug 2, 2024Amendment$948,768,918$0vs Aug 4, 2023245SEC filing
Aug 4, 2023Amendment$948,768,918$0vs Aug 5, 2022245SEC filing
Aug 5, 2022Amendment$948,768,918$7,500,000vs Aug 6, 2021245SEC filing
Aug 6, 2021Amendment$941,268,918No comparisonNot reportedSEC filing
Aug 10, 2020Amendment$935,333,918$10,903,006vs Aug 7, 2019233SEC filing
Aug 7, 2019Amendment$924,430,912$0vs Mar 25, 2019221SEC filing
Mar 25, 2019Amendment$924,430,912$10,901,500vs Mar 23, 2018221SEC filing
Mar 23, 2018Amendment$913,529,412$701,800vs Mar 24, 2017214SEC filing
Mar 24, 2017Amendment$912,827,612$5,465,287vs Mar 24, 2016213SEC filing
Mar 24, 2016Amendment$907,362,325$34,797,249vs Mar 27, 2015209SEC filing
Mar 27, 2015Amendment$872,565,076$6,650,000vs Mar 28, 2014196SEC filing
Mar 28, 2014Amendment$865,915,076$29,980,000vs Mar 28, 2013194SEC filing
Mar 28, 2013Amendment$835,935,076$45,271,408vs Mar 28, 2012194SEC filing
Mar 28, 2012Amendment$790,663,668$43,719,423vs Mar 25, 2011184SEC filing
Mar 25, 2011Amendment$746,944,245$41,060,089vs Mar 25, 2010176SEC filing
Mar 25, 2010Amendment$705,884,156$100,161,000vs Mar 16, 2009167SEC filing
Mar 16, 2009Amendment$605,723,156No comparisonNot reportedSEC filing
Nov 17, 2005PaperNot reportedNo comparisonNot reportedSEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-83377

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Old City Securities LLC000171910

Source: Form D, filed Oct 6, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

FORESTER PARTNERS, L.P.

Investment adviser: FORESTER CAPITAL, L.L.C.

Gross asset value
$124M
Beneficial owners
87
ADV minimum commitment
$1M

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator INTERNATIONAL FUND SERVICES (N.A.), LLC BOSTON, Massachusetts, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor ERNST & YOUNG LLP STAMFORD, Connecticut, United States
Custodian STATE STREET BANK & TRUST COMPANY BOSTON, Massachusetts, United States Related to adviser: No
Marketer OLD CITY SECURITIES LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG LLP
PCAOB 42

STATE STREET BANK & TRUST COMPANY
LEI 571474TGEMMWANRLN572

OLD CITY SECURITIES LLC
CRD 171910 · SEC 8-69488

Filing source

Form ADV 2079397 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-9991882490

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Trent A. Carmichael Executive
Forester Capital, L.L.C. Executive
Forester Performance, L.L.C. Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Forester Performance, L.L.C. 700 Canal Street, Third Floor
Stamford, CT, 06902